Hawkesbury Advisors Pty Ltd (Sydney)

Name: Hawkesbury Advisors Pty Ltd
Address: Level 27 Grosvenor Place, Sydney, 2000
Telephone: +612 92710500

Hawkesbury Advisors Pty Ltd is a large advisory firm based in Sydney. It manages $107 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.

Hawkesbury Advisors Pty provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hawkesbury Advisors Pty: assets under management

The assets under management (AUM) of Hawkesbury Advisors Pty Ltd is $107 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $107 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hawkesbury Advisors Pty Ltd for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hawkesbury Advisors Pty Ltd

David Birrell has been acting as President since 1 Apr 2006. Andrew Triggs joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cross Am Llp	Partnership	1 Apr 2004	75% - 100%	reg no oc301990
Mark William Hodgkin	Director ceo cco	1 Apr 2004	Other	3047160
Henry Charles Rourke	Director cio	1 Apr 2004	Other	2319352
Hawkesbury Capital Management Pte Ltd	Corporate entity	1 Apr 2006	75% - 100%	reg no oc301990
David Birrell	Director	1 Apr 2006	25% - 50%	5088046
Andrew Triggs	Director	1 Apr 2008	Other	5524743

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Roderick Hugo Campbell	Partner	1 May 2003	75% - 100%	5064656
Mark William Hodgkin	Director	1 Dec 2005	25% - 50%	3047160
Henry Charles Rourke	Director	1 Dec 2005	25% - 50%	2319352
David Birrell	Director	1 Dec 2005	25% - 50%	5088046

Based in Sydney

The principal office where Hawkesbury Advisors Pty Ltd performs its advisory services is located at Level 27 Grosvenor Place, Sydney, 2000 The mailing address of the firm is Po Box R1831, Sydney, 1255. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +612 92710500 or by fax +612 92415741. The normal business hours are 08.00 18.00 on Monday - Friday. You can find more information about the New York firm at www.crossam.com.